Manchester Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.8K | Hold |
571
| – | – | 0.01% | 474 |
|
|
2025
Q1 | $87.5K | Buy |
571
+117
| +26% | +$17.9K | 0.01% | 448 |
|
|
2024
Q4 | $57.2K | Sell |
454
-14
| -3% | -$1.76K | 0.01% | 518 |
|
|
2024
Q3 | $59.9K | Hold |
468
| – | – | 0.01% | 501 |
|
|
2024
Q2 | $48.8K | Buy |
468
+139
| +42% | +$14.5K | 0.01% | 506 |
|
|
2024
Q1 | $30.7K | Buy |
329
+254
| +339% | +$23.7K | ﹤0.01% | 517 |
|
|
2023
Q4 | $6.76K | Sell |
75
-115
| -61% | -$10.4K | ﹤0.01% | 657 |
|
|
2023
Q3 | $15.6K | Sell |
190
-3
| -2% | -$246 | ﹤0.01% | 553 |
|
|
2023
Q2 | $15.6K | Sell |
193
-17
| -8% | -$1.38K | ﹤0.01% | 521 |
|
|
2023
Q1 | $15.1K | Buy |
+210
| New | +$15.1K | ﹤0.01% | 516 |
|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$82K | – | 553 |
|
|
2019
Q2 | $82K | Buy |
+1,000
| New | +$82K | 0.01% | 326 |
|
|
2018
Q2 | – | Sell |
-24
| Closed | -$1K | – | 588 |
|
|
2018
Q1 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 563 |
|
|
2017
Q1 | – | Sell |
-750
| Closed | -$50K | – | 508 |
|
|
2016
Q4 | $50K | Hold |
750
| – | – | 0.01% | 352 |
|
|
2016
Q3 | $56K | Hold |
750
| – | – | 0.01% | 345 |
|
|
2016
Q2 | $57K | Hold |
750
| – | – | 0.01% | 355 |
|
|
2016
Q1 | $52K | Hold |
750
| – | – | 0.01% | 418 |
|
|
2015
Q4 | $51K | Hold |
750
| – | – | 0.01% | 442 |
|
|
2015
Q3 | $51K | Hold |
750
| – | – | 0.01% | 416 |
|
|
2015
Q2 | $49K | Hold |
750
| – | – | 0.01% | 394 |
|
|
2015
Q1 | $58K | Sell |
750
-87
| -10% | -$6.73K | 0.01% | 352 |
|
|
2014
Q4 | $63K | Hold |
837
| – | – | 0.01% | 663 |
|
|
2014
Q3 | $52K | Hold |
837
| – | – | 0.01% | 716 |
|
|
2014
Q2 | $52K | Hold |
837
| – | – | 0.01% | 705 |
|
|
2014
Q1 | $50K | Hold |
837
| – | – | 0.01% | 644 |
|
|
2013
Q4 | $45K | Sell |
837
-22
| -3% | -$1.18K | 0.01% | 614 |
|
|
2013
Q3 | $54K | Hold |
859
| – | – | 0.01% | 592 |
|
|
2013
Q2 | $58K | Buy |
+859
| New | +$58K | 0.01% | 561 |
|